Botkeeper Services
Automation is amazing, but it's not always the whole story. If your firm's needs go beyond automation, learn here how Botkeeper can help.
Understanding Botkeeper's Services
- Monthly Close Timing
- Botkeeper's Catch-up and Clean-up
- Can I see all aspects of Botkeeper’s services via a project in BOS?
- Does Botkeeper offer migration services?
- What is my client’s service start date?
- How does Botkeeper handle Advanced Payroll Categorizations?
- GL Closing Procedures (Hard Close vs. Soft Close)
- What’s included in the Weekly AP service offering?
- How does Botkeeper handle Basic Schedule Maintenance with Month End Journal Entry?
- Required Information for First & Ongoing Close
- What is included in the Monthly Standard Invoicing?
- Botkeeper Accounting Partner responsibilities | Categorizing Transactions
- When are transactions processed?
- What is included in Botkeeper's Basic Transaction Categorizations?
- How does Botkeeper categorize transactions?
- What is included in the Enhanced Ongoing Report Support?
- What is included in Botkeeper's Advanced Payroll Categorization?
- What is included in Botkeeper's Basic Month-End Close?
- What is included in Botkeeper's 3rd Party Point-of-Sale Reconciliation?
- Responsibilities for Simple Month End Journal Entries
- What is included in Botkeeper's Simple Month End Journal Entries?
- How are mid-month bank/credit card statements treated?
- What is included in the QBO W-9 Form Requests?
- Accounting Partner responsibilities for Bank & Credit Card Reconciliations
- What is included in 3rd Party Credit Card Merchant Account Reconciliation? | Advanced Services
- Bank & Credit Card Reconciliation
- Class & Department Tracking | Advanced Services
- What is included in Botkeeper's Basic Payroll Journal Entries?
- What are my responsibilities as a Botkeeper Accounting Partner for Applying Payments to AR Invoices?
- Advanced Services: Applying Payments to AR Invoices
- What are my responsibilities as a Botkeeper Accounting Partner for Basic Schedule Maintenance with Month End Journal Entry?
- Standard Monthly Report Package
- What's included in Botkeeper's 3rd Party Inventory Reconciliation?
- What is included in the Basic Schedule Maintenance with Month End Journal Entry?
- Project/Job Tracking- Advanced Services
- What are my responsibilities as a Botkeeper Accounting Partner for Class/Department or Job/Projects Tracking?
- What are my responsibilities as a Botkeeper Accounting Partner for Basic Payroll Journal Entries?
Working With a Botkeeper Bookkeeper
Rapid Write-Up
- How will the initial balances for my client accounts be set up to ensure the production of accurate financials?
- Why am I receiving an uncategorized transaction report, but not receiving details as to why the transactions on the report were not categorized?
- Botkeeper's Rapid Write-Up Package
- Is Xero training included in the Rapid Write-Up service offering?
- Botkeeper's Rapid Write-Up Packages
- Will you perform matching in the Rapid Write-Up service?
- Rapid Write-Up turnaround times
- If my client has loans, will you split the interest & principle and then reconcile back to the loan statement / amortization table?
- What happens if I only have access to photocopies or scanned images of my client’s bank and credit card statements?
- How long will the firm have access to the Rapid Write-Up general ledger?
- What happens if I already have a client on a general ledger system with existing data; are they eligible for either of the Rapid Write-Up service offerings?
- If my client hand-writes checks, and the check images are not included on the bank statement, may we provide you with the check images and or remittance details to complete the Rapid Write-Up service?
- Rapid Write-Up Deployment Process
- Does the Rapid Write-Up service offering include our clients’ personal books?
- How do I know when my quarterly Rapid Write-Up client has a quarter completed, and a subsequent quarter is in-progress?